Purchases and Sales Made in Q4 2023 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.52K- 17.37% |
$949K - $1.1M
|
12K
$6.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.54K- 18.31% |
$958K - $1.11M
|
11.3K
$6.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 5.11% |
$980K - $1.14M
|
48.2K
$26.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.62K- 2.7% |
$987K - $1.15M
|
94.3K
$51.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.65K- 6.98% |
$1M - $1.16M
|
35.4K
$19.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.68K- 3.09% |
$1.01M - $1.18M
|
84.3K
$46M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.85K- 2.7% |
$1.07M - $1.25M
|
102K
$55.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.85K- 8.58% |
$1.08M - $1.25M
|
30.4K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.93K- 7.14% |
$1.11M - $1.28M
|
38.1K
$20.8M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.93K- 58.11% |
$1.11M - $1.28M
|
2.11K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 71.61% |
$1.11M - $1.29M
|
1.17K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.95K- 9.94% |
$1.11M - $1.29M
|
26.7K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.96K- 34.23% |
$1.12M - $1.3M
|
5.68K
$3.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.01K- 0.89% |
$1.13M - $1.32M
|
334K
$182M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.09% |
$1.13M - $1.32M
|
56K
$30.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02K- 0.19% |
$1.14M - $1.32M
|
1.56M
$853M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.09K- 3.53% |
$1.17M - $1.35M
|
84.4K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.1K- 5.2% |
$1.17M - $1.36M
|
56.6K
$30.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.18K- 1.48% |
$1.2M - $1.39M
|
211K
$115M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.2K- 1.11% |
$1.21M - $1.4M
|
286K
$156M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-3.24K- 14.52% |
$1.22M - $1.42M
|
19K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.26K- 56.79% |
$1.23M - $1.43M
|
2.48K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.28K- 49.59% |
$1.24M - $1.44M
|
3.33K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.29K- 13.29% |
$1.24M - $1.44M
|
21.5K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.33K- 6.76% |
$1.26M - $1.46M
|
46K
$25.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.34K- 1.83% |
$1.26M - $1.46M
|
179K
$97.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 4.46% |
$1.26M - $1.47M
|
71.8K
$39.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.39K- 91.86% |
$1.28M - $1.48M
|
300
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.46K- 53.8% |
$1.3M - $1.52M
|
2.97K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.49K- 14.79% |
$1.32M - $1.53M
|
20.1K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.64K- 11.32% |
$1.37M - $1.6M
|
28.5K
$15.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.79K- 8.33% |
$1.43M - $1.66M
|
41.7K
$22.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.8K- 7.01% |
$1.43M - $1.66M
|
50.4K
$27.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.86K- 3.36% |
$1.46M - $1.69M
|
111K
$60.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.92K- 24.2% |
$1.48M - $1.72M
|
12.3K
$6.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.93K- 2.68% |
$1.48M - $1.72M
|
142K
$77.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.93K- 7.42% |
$1.48M - $1.72M
|
49K
$26.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.02K- 2.97% |
$1.52M - $1.76M
|
131K
$71.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.07K- 3.13% |
$1.54M - $1.78M
|
126K
$68.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.16K- 1.38% |
$1.57M - $1.82M
|
298K
$163M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.23K- 13.65% |
$1.59M - $1.85M
|
26.7K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-4.24K- 1.61% |
$1.6M - $1.86M
|
260K
$142M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.25K- 3.43% |
$1.6M - $1.86M
|
120K
$65.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.3K- 1.14% |
$1.62M - $1.89M
|
372K
$203M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 0.14% |
$1.65M - $1.92M
|
3.11M
$1.69B
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.41K- 45.69% |
$1.66M - $1.93M
|
5.24K
$2.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.46K- 21.76% |
$1.68M - $1.95M
|
16K
$8.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-4.61K- 5.67% |
$1.74M - $2.02M
|
76.6K
$41.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.69K- 27.44% |
$1.77M - $2.06M
|
12.4K
$6.77M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-4.77K- 13.61% |
$1.8M - $2.09M
|
30.3K
$16.5M
|